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Client Success Specialist

Credible
Location
Remote, United States
Posted
16 days ago
Department
Client Success
What they actually want (must-haves)
  • Bachelor’s degree (preferred, but experience may be considered in place of a degree)
  • 1-3 years of customer service experience, ideally in a high-volume call center environment
  • Experience using CRM tools, like Salesforce (preferred)
  • Highly proficient in basic computer software and navigation; including SaaS applications
Nice to have
  • Patient, courteous, energetic, and empathetic; both on the phone and in writing
  • Customer-focused; you understand what makes people tick and you want to help them succeed
  • Good at spotting patterns; you notice when a lot of people are running into similar issues and you are excited to help us make that problem disappear
  • Problem Solver; you enjoy troubleshooting and investigating client issues, using critical thinking skills and resources to develop solutions
  • Team Oriented; you work well with others and enjoy being part of a larger team, helping and supporting others
What the job really is

As a Client Success Specialist at Credible, you will engage with customers through phone, live chat, and email to address inquiries and provide tech support related to various financial products. Your role involves responding to a high volume of client inquiries, conducting outbound calls, identifying client needs, and collaborating with team members to enhance the customer experience. This position is focused on problem-solving and requires active listening to help clients make informed financial decisions.

Benefits
  • Compensation: $20.00 per hour
  • Schedule: Customer Success is open 6 days a week, weekend and/or evening hours may be required.
Things to weigh
  • This role can only sit in North Carolina, which may limit remote work options for candidates outside this location.
  • The job involves responding to a high volume of inquiries, which may be challenging for some candidates.
  • The compensation is hourly and may not be competitive compared to other roles in the industry.
Job score2.4/5
Benefits1/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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